CGH
V icon

Crossmark Global Holdings’s Visa V Stock Holding History

Crossmark Global Holdings’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.5M Sell
211,260
-1,064
-0.5% -$342K 0.94% 12
2026
Q1 		$64.2M Sell
212,324
-386
-0.2% -$124K 0.95% 12
2025
Q4 		$74.6M Buy
212,710
+4,606
+2% +$1.57M 1.07% 11
2025
Q3 		$71M Buy
208,104
+13,973
+7% +$4.84M 1.06% 11
2025
Q2 		$68.9M Buy
194,131
+3,798
+2% +$1.32M 1.11% 9
2025
Q1 		$66.7M Buy
190,333
+18,479
+11% +$6.25M 1.18% 6
2024
Q4 		$54.3M Buy
171,854
+19,280
+13% +$5.8M 0.99% 13
2024
Q3 		$42M Sell
152,574
-13,579
-8% -$3.67M 0.75% 16
2024
Q2 		$43.6M Buy
166,153
+7,520
+5% +$2.06M 0.83% 13
2024
Q1 		$44.3M Buy
158,633
+1,753
+1% +$484K 0.85% 12
2023
Q4 		$40.8M Buy
156,880
+500
+0.3% +$123K 0.85% 11
2023
Q3 		$37M Sell
156,380
-1,181
-0.7% -$284K 0.84% 12
2023
Q2 		$37.1M Buy
157,561
+1,392
+0.9% +$319K 0.8% 11
2023
Q1 		$35.2M Buy
156,169
+5,201
+3% +$1.16M 0.83% 8
2022
Q4 		$31.4M Buy
150,968
+6,214
+4% +$1.25M 0.78% 11
2022
Q3 		$25.7M Buy
144,754
+14,286
+11% +$2.91M 0.71% 17
2022
Q2 		$25.7M Sell
130,468
-2,380
-2% -$492K 0.67% 20
2022
Q1 		$29.5M Buy
132,848
+15,288
+13% +$3.31M 0.66% 20
2021
Q4 		$25.5M Sell
117,560
-2,549
-2% -$547K 0.55% 26
2021
Q3 		$26.8M Buy
120,109
+180
+0.2% +$42.2K 0.63% 23
2021
Q2 		$28M Sell
119,929
-10,432
-8% -$2.38M 0.66% 22
2021
Q1 		$27.6M Sell
130,361
-10,355
-7% -$2.18M 0.68% 19
2020
Q4 		$30.8M Sell
140,716
-5,865
-4% -$1.2M 0.78% 13
2020
Q3 		$29.3M Buy
146,581
+7,539
+5% +$1.51M 0.82% 14
2020
Q2 		$26.9M Sell
139,042
-4,462
-3% -$815K 0.78% 17
2020
Q1 		$23.1M Buy
143,504
+4,453
+3% +$839K 0.83% 14
2019
Q4 		$26.1M Buy
139,051
+20,236
+17% +$3.65M 0.72% 15
2019
Q3 		$20.4M Sell
118,815
-9,807
-8% -$1.75M 0.6% 28
2019
Q2 		$22.3M Sell
128,622
-75,773
-37% -$12.4M 0.63% 23
2019
Q1 		$31.9M Buy
204,395
+6,833
+3% +$985K 0.91% 8
2018
Q4 		$26.1M Sell
197,562
-12,406
-6% -$1.71M 0.81% 12
2018
Q3 		$31.5M Sell
209,968
-3,576
-2% -$509K 0.8% 8
2018
Q2 		$28.3M Buy
213,544
+13,881
+7% +$1.79M 0.76% 10
2018
Q1 		$23.9M Sell
199,663
-22,545
-10% -$2.73M 0.62% 21
2017
Q4 		$25.3M Buy
222,208
+10,665
+5% +$1.18M 0.61% 23
2017
Q3 		$22.3M Buy
+211,543
New +$21.5M 0.57% 28
2016
Q3 		$22.3M Buy
+211,543
New +$16.9M 0.57% 28

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Crossmark Global Holdings's V Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Visa (V) stake by 0.5% in Q2 2026, selling an estimated $342K and leaving 211,260 shares worth $72.5M. The position accounts for 0.94% of the portfolio, ranked #12.

Crossmark Global Holdings first reported a position in V in Q3 2016 and has held it in 37 quarters since. The position peaked at $74.6M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Crossmark Global Holdings held 211,260 shares of Visa worth $72.5M as of Q2 2026.
  • Crossmark Global Holdings sold 1,064 Visa shares in Q2 2026, an estimated $342K.
  • Visa made up 0.94% of Crossmark Global Holdings's portfolio in Q2 2026, its #12 holding.
  • Crossmark Global Holdings first reported a position in Visa in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Visa position peaked at $74.6M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.